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Charan J. Manektala

MANEKTALA INVESTMENT ADVISORY SERVICES
Powhatan, VA
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CRD#: 6816862
CM

Professional summary


Charan Js Manektala, who also goes by Charan Js Manektala, Nick Manektala, Charan Jeet Singh, is a registered financial advisor currently at MANEKTALA INVESTMENT ADVISORY SERVICES INC. located in Powhatan, Virginia.

Charan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Charan has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Charan Js Manektala | Nick Manektala | Charan Jeet Singh

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MC SQUARE INC. POSITION: President NATURE: 1. Sales of cost reduction services for small medium businesses 2. Technology consulting, training and advisory INVESTMENT RELATED: No NUMBER OF HOURS PER MONTH: 20 SECURITIES TRADING HOURS PER MONTH: 0 START DATE: 09/2016 ADDRESS: Powhatan VA DESCRIPTION: Technology consulting MS SQUARE INC. POSITION: President NATURE: Educational Services INVESTMENT RELATED: No NUMBER OF HOURS PER MONTH: 20 SECURITIES TRADING HOURS PER MONTH: 0 START DATE: 12/2016 ADDRESS: Powhatan VA DESCRIPTION: educational services for high school and middle school students in math and science Charan Manektala, Sole Proprietor POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS PER MONTH: 1 SECURITIES TRADING HOURS PER MONTH: 0 START DATE: 11/2022 ADDRESS: Powhatan VA DESCRIPTION: Owner of Rental property

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Charan Js Manektala's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 16, 2023 - Present

MANEKTALA INVESTMENT ADVISORY SERVICES INC.

RIA
CRD#: 328562
Powhatan, VA
Past

May 17, 2021 - November 20, 2023

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Powhatan, VA
Past

August 3, 2017 - November 20, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Powhatan, VA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/3/2025)
IAR
Virginia
(11/16/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/15/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/6/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MI
MANEKTALA INVESTMENT ADVISORY SERVICES INC.
MANEKTALA INVESTMENT ADVISORY SERVICES INC.

CRD#: 328562 / SEC#:

California
Registered Investment Advisory firm - (6/3/2025 Approved)
Virginia
Registered Investment Advisory firm - (11/16/2023 Approved)
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Contact information


Main Address
Powhatan, VA
Mailing Address
Phone number
(571) 531-8989
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts11
AUM (Assets Under Management)$ 4,510,849

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MANEKTALA INVESTMENT ADVISORY SERVICES INC.

CRD#: 328562Powhatan, VA

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